Brown & Brown, Inc.
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionCIBC Asset Management Inc
Latest Disclosed Ownership347,844 shares
Latest Disclosed Value $ 22,617,699
CIBC Asset Management Inc reports 19.55% decrease in ownership of BRO / Brown & Brown, Inc.

On May 12, 2026 - CIBC Asset Management Inc filed a 13F-HR form disclosing ownership of 347,844 shares of Brown & Brown, Inc. (MX:BRO) valued at $22,617,699 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 432,392 shares of Brown & Brown, Inc.. This represents a change in shares of -19.55% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F BROWN & BROWN COM 115236101 347,844 -84,548 -19.55 22,618 -34.24 0.0553
2026-02-10 2025-12-31 13F BROWN & BROWN COM 115236101 432,392 355,132 459.66 34,394 374.65 0.0830
2025-10-31 2025-09-30 13F BROWN & BROWN COM 115236101 77,260 -21,708 -21.93 7,246 -33.96 0.0210
2025-08-14 2025-06-30 13F BROWN & BROWN COM 115236101 98,968 32,301 48.45 10,973 32.30 0.0339
2025-05-13 2025-03-31 13F BROWN & BROWN COM 115236101 66,667 27,961 72.24 8,293 110.06 0.0275
2025-01-31 2024-12-31 13F BROWN & BROWN COM 115236101 38,706 1,707 4.61 3,949 3.00 0.0129
2024-11-06 2024-09-30 13F BROWN & BROWN COM 115236101 36,999 2,636 7.67 3,833 24.77 0.0124
2024-08-01 2024-06-30 13F BROWN & BROWN COM 115236101 34,363 656 1.95 3,072 4.14 0.0109
2024-05-09 2024-03-31 13F BROWN & BROWN COM 115236101 33,707 1,029 3.15 2,951 26.99 0.0102
2024-02-13 2023-12-31 13F BROWN & BROWN COM 115236101 32,678 -1,304 -3.84 2,324 -2.11 0.0087
2023-10-30 2023-09-30 13F BROWN & BROWN COM 115236101 33,982 -82 -0.24 2,373 1.24 0.0098
2023-08-14 2023-06-30 13F BROWN & BROWN COM 115236101 34,064 -337 -0.98 2,345 18.68 0.0090
2023-05-12 2023-03-31 13F BROWN & BROWN COM 115236101 34,401 135 0.39 1,975 1.18 0.0078
2023-02-13 2022-12-31 13F BROWN & BROWN COM 115236101 34,266 1,265 3.83 1,952 -2.20 0.0082
2022-11-03 2022-09-30 13F BROWN & BROWN COM 115236101 33,001 2,698 8.90 1,996 12.90 0.0088
2022-08-09 2022-06-30 13F BROWN & BROWN COM 115236101 30,303 -71,992 -70.38 1,768 -76.09 0.0072
2022-05-06 2022-03-31 13F BROWN & BROWN COM 115236101 102,295 -18,882 -15.58 7,393 -13.19 0.0260
2022-02-08 2021-12-31 13F BROWN & BROWN COM 115236101 121,177 535 0.44 8,516 27.29 0.0312
2021-11-09 2021-09-30 13F BROWN & BROWN COM 115236101 120,642 -37,528 -23.73 6,690 -20.40 0.0270
2021-08-16 2021-06-30 13F BROWN & BROWN COM 115236101 158,170 6,529 4.31 8,405 21.25 0.0340
2021-05-14 2021-03-31 13F BROWN & BROWN COM 115236101 151,641 9,203 6.46 6,932 2.65 0.0295
2021-02-03 2020-12-31 13F BROWN & BROWN COM 115236101 142,438 2,572 1.84 6,753 6.65 0.0318
2020-11-05 2020-09-30 13F BROWN & BROWN COM 115236101 139,866 129,525 1,252.54 6,332 1,404.04 0.0323
2020-07-28 2020-06-30 13F BROWN & BROWN COM 115236101 10,341 0 0.00 421 12.27 0.0025
2020-04-30 2020-03-31 13F BROWN & BROWN COM 115236101 10,341 -4,862 -31.98 375 -37.50 0.0027
2020-02-14 2019-12-31 13F BROWN & BROWN COM 115236101 15,203 2,711 21.70 600 33.33 0.0034
2019-10-30 2019-09-30 13F BROWN & BROWN COM 115236101 12,492 -611 -4.66 450 2.51 0.0026
2019-08-05 2019-06-30 13F BROWN & BROWN COM 115236101 13,103 0 0.00 439 13.44 0.0026
2019-05-06 2019-03-31 13F BROWN & BROWN COM 115236101 13,103 -194 -1.46 387 5.74 0.0024
2019-02-12 2018-12-31 13F BROWN & BROWN COM 115236101 13,297 -94 -0.70 366 -7.58 0.0027
2018-11-02 2018-09-30 13F BROWN & BROWN COM 115236101 13,391 58 0.44 396 7.03 0.0024
2018-08-09 2018-06-30 13F BROWN & BROWN COM 115236101 13,333 497 3.87 370 13.15 0.0023
2018-04-30 2018-03-31 13F BROWN & BROWN COM 115236101 12,836 6,354 98.03 327 -2.10 0.0021
2018-02-02 2017-12-31 13F BROWN & BROWN COM 115236101 6,482 -453 -6.53 334 0.00 0.0020
2017-11-06 2017-09-30 13F BROWN & BROWN COM 115236101 6,935 690 11.05 334 24.16 0.0021
2017-07-27 2017-06-30 13F BROWN & BROWN COM 115236101 6,245 0 0.00 269 3.07 0.0019
2017-05-12 2017-03-31 13F BROWN & BROWN COM 115236101 6,245 -339 -5.15 261 -11.53 0.0018
2017-02-08 2016-12-31 13F BROWN & BROWN COM 115236101 6,584 -93 -1.39 295 17.06 0.0021
2016-10-19 2016-09-30 13F BROWN & BROWN COM 115236101 6,677 0 0.00 252 0.80 0.0019
2016-08-02 2016-06-30 13F BROWN & BROWN COM 115236101 6,677 26 0.39 250 5.04 0.0019
2016-05-09 2016-03-31 13F BROWN & BROWN COM 115236101 6,651 -126 -1.86 238 9.17 0.0018
2016-02-02 2015-12-31 13F BROWN & BROWN COM 115236101 6,777 0 0.00 218 3.81 0.0018
2015-11-03 2015-09-30 13F BROWN & BROWN COM 115236101 6,777 -84 -1.22 210 -6.67 0.0017
2015-08-06 2015-06-30 13F BROWN & BROWN COM 115236101 6,861 49 0.72 225 -0.44 0.0016
2015-05-08 2015-03-31 13F BROWN & BROWN COM 115236101 6,812 175 2.64 226 3.67 0.0016
2015-02-10 2014-12-31 13F BROWN & BROWN COM 115236101 6,637 -1,326 -16.65 218 -14.84 0.0015
2014-11-05 2014-09-30 13F BROWN & BROWN COM 115236101 7,963 -2,613 -24.71 256 -21.23 0.0015
2014-08-01 2014-06-30 13F BROWN & BROWN COM 115236101 10,576 2,432 29.86 325 29.48 0.0018
2014-05-09 2014-03-31 13F BROWN & BROWN COM 115236101 8,144 8 0.10 251 -1.57 0.0015
2014-02-04 2013-12-31 13F BROWN & BROWN COM 115236101 8,136 117 1.46 255 -0.78 0.0016
2013-10-29 2013-09-30 13F BROWN & BROWN COM 115236101 8,019 -173 -2.11 257 -2.65 0.0016
2013-10-02 2013-06-30 13F/A-1 BROWN & BROWN COM 115236101 8,192 8,192 264 0.0018
2013-08-09 2013-06-30 13F BROWN & BROWN COM 115236101 8,192 264 0.0018
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.